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Learn how an Employee Stock Ownership Plan (ESOP) is used to preserve a company’s legacy while helping a business owner transition into retirement.
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Not FDIC/NCUA/NCUSIF Insured I Not a Deposit of a Bank/Credit Union I May Lose Value I Not Bank/Credit Union Guaranteed I Not Insured by Any Federal Government Agency
The ESOP program described by the client was originally established with OneAmerica Financial. Effective 1Q 2025, Voya Financial acquired the OneAmerica Financial full-service retirement plan business. Voya Financial and OneAmerica Financial are not affiliated. The client’s experience may not be representative of other clients and is not indicative of future performance or success. No fee was paid for this testimonial. Used with client permission.
The information presented here is not intended to be legal or tax advice. Neither Voya® nor its affiliated companies or representatives provide tax or legal advice. Each plan has unique requirements and you should consult your attorney or tax advisor for guidance on your specific situation. Voya strongly suggests that you speak with your own tax and legal advisors before making changes to your plan. Each plan must consider the appropriateness of the investments and plan services offered to its participants. All investing involves risk.
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